DA
Doliver Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,000
| Closed | -$307K | – | 188 |
|
|
2020
Q1 | $307K | Hold |
2,000
| – | – | 0.15% | 78 |
|
|
2019
Q4 | $353K | Hold |
2,000
| – | – | 0.14% | 68 |
|
|
2019
Q3 | $326K | Hold |
2,000
| – | – | 0.13% | 74 |
|
|
2019
Q2 | $347K | Hold |
2,000
| – | – | 0.14% | 61 |
|
|
2019
Q1 | $416K | Hold |
2,000
| – | – | 0.17% | 48 |
|
|
2018
Q4 | $381K | Sell |
2,000
-220
| -10% | -$41.9K | 0.19% | 69 |
|
|
2018
Q3 | $468K | Hold |
2,220
| – | – | 0.19% | 67 |
|
|
2018
Q2 | $437K | Hold |
2,220
| – | – | 0.18% | 76 |
|
|
2018
Q1 | $487K | Buy |
+2,220
| New | +$487K | 0.21% | 78 |
|